Response rating
10/10
FCA verified
4th December 2017

Academy Associates Wealth Management Ltd

Independent Financial Adviser Academy Associates Wealth Management Ltd, 1 Eastfield Road, Westbury-On-Trym, City of Bristol, Bristol, BS9 4AD
Independent Financial Advisers providing advice on Investments, Pensions and specialising in helping clients choose the right income vehicle at retirement..
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Thomas Jones Dippfs Cert Cii (Mp) DipPFS, Cert CII (MP)
Principal
Where to find us
About us

Academy Associates Wealth Management Limited provide friendly and professional advice in the areas of Pensions, Drawdown, Annuities, Investment, and Life and Health Insurance and have been established over 17 years. We are happy to visit you at your office or in the comfort of your own home, and our first consultation for new clients is free of charge.

Our services

Specialising in helping clients as they enter retirement we are perfectly placed to guide people through the new myriad of options and choices that are now available in terms of securing their retirement income. We also have over 17 years experience providing professional, friendly and bespoke advice in the areas of Investments and Pensions, and we haven’t yet found two clients with the same circumstances. Therefore, unlike many advisers, we avoid the use of "off the shelf" solutions, preferring our recommendations to be a perfect fit for your requirements whilst utilising the most current technology to deliver excellent service.

Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Compliance

Academy Associates Wealth Management Limited is Authorised and Regulated by the Financial Conduct Authority. FSR number 629678

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